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TOBAM’s Bank of America BAC Stock Holding History

TOBAM’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$339K Hold
6,959
– – 0.09% 164
2025
Q4 		$383K Sell
6,959
-704
-9% -$37.2K 0.09% 158
2025
Q3 		$395K Sell
7,663
-234
-3% -$11.4K 0.14% 91
2025
Q2 		$374K Buy
7,897
+575
+8% +$24.2K 0.15% 93
2025
Q1 		$306K Sell
7,322
-11,895
-62% -$530K 0.13% 105
2024
Q4 		$845K Buy
19,217
+509
+3% +$22.4K 0.26% 80
2024
Q3 		$742K Sell
18,708
-67
-0.4% -$2.69K 0.14% 103
2024
Q2 		$747K Sell
18,775
-16,814
-47% -$644K 0.12% 102
2024
Q1 		$1.35M Sell
35,589
-1,608
-4% -$55.2K 0.12% 87
2023
Q4 		$1.25M Buy
37,197
+3,100
+9% +$90.3K 0.11% 81
2023
Q3 		$934K Buy
34,097
+2,563
+8% +$75.8K 0.08% 102
2023
Q2 		$905K Sell
31,534
-1,181
-4% -$33.7K 0.07% 110
2023
Q1 		$936K Sell
32,715
-1,159
-3% -$38.3K 0.06% 114
2022
Q4 		$1.12M Buy
33,874
+5,070
+18% +$175K 0.07% 103
2022
Q3 		$870K Buy
28,804
+1,729
+6% +$57.8K 0.06% 123
2022
Q2 		$843K Buy
27,075
+15,363
+131% +$553K 0.05% 138
2022
Q1 		$483K Buy
11,712
+5,593
+91% +$252K 0.02% 176
2021
Q4 		$272K Buy
6,119
+895
+17% +$40.8K 0.01% 178
2021
Q3 		$222K Buy
5,224
+2,408
+86% +$97K 0.01% 187
2021
Q2 		$116K Buy
2,816
+1,378
+96% +$56.5K ﹤0.01% 242
2021
Q1 		$56K Hold
1,438
– – ﹤0.01% 320
2020
Q4 		$44K Buy
+1,438
New +$38.5K ﹤0.01% 344

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TOBAM's BAC Position: Q1 2026 in Review

TOBAM held its Bank of America (BAC) position steady in Q1 2026 at 6,959 shares worth $339K. The position accounts for 0.09% of the portfolio, ranked #164.

TOBAM first reported a position in BAC in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.35M in Q1 2024. 3,458 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • TOBAM held 6,959 shares of Bank of America worth $339K as of Q1 2026.
  • TOBAM left its Bank of America share count unchanged in Q1 2026.
  • Bank of America made up 0.09% of TOBAM's portfolio in Q1 2026, its #164 holding.
  • TOBAM first reported a position in Bank of America in Q4 2020 and has held it in 22 quarters since.
  • TOBAM's Bank of America position peaked at $1.35M in Q1 2024.
  • 3,458 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on TOBAM's 13F filing for Q1 2026, filed 12 May 2026.